Relationship Manager II

Responsibilities

• You’re the primary contact for a book of retirement plan clients and their financial advisors.
• Own the relationship for your assigned clients and advisors — their first call is to you.
• Lead consultation calls with clients, auditors, and advisors on complex plan matters.
• Provide technical and compliance guidance with confidence and clarity.
• Resolve issues proactively — and when ERISA expertise is needed, bring in Plan Consultants as a strategic partner.
• Manage all deliverables and deadlines for annual plan compliance across a dynamic book of business.
• Prepare census requests, contribution summaries, and refund forms.
• Identify and communicate late deposits and minimum distribution obligations.
• Oversee annual projects — force-outs, annual notices, recordkeeper disclosures.
• Handle distributions, corrections, and complex plan transitions.
• Collaborate with actuaries, plan consultants, and internal teams on plan design and compliance questions.
• Serve as a go-to resource, coach, and trainer for Relationship Manager I team members.
• Step in for the team lead when needed, keeping operations moving and decisions sound.
• Actively participate in cross-functional meetings and firm‑wide initiatives.
• Maintain accurate, up‑to‑date client records in Pension Pro.
• Update internal workflow systems to reflect client activity.
• Coordinate with Finance on billing and receivables.
• Support onboarding, conversions, and full‑cycle plan terminations.

• 3+ years of experience in retirement plan administration or client services
• Strong working knowledge of defined contribution plan compliance — ERISA, DOL, and IRS requirements
• Proficiency in retirement plan platforms such as Pension Pro, Datair, FTW, or ASC
• Exceptional communication skills — with clients, advisors, auditors, and colleagues
• The ability to manage a complex, fast‑moving book of business without losing the details
• A collaborative mindset and a genuine interest in helping others grow.

Below are skills and terms extracted directly from this job posting to improve Applicant Tracking System (ATS) visibility. This unique feature helps candidates tailor their applications more effectively — a feature exclusive to Job Tailor job listings.

• retirement plan administration
• defined contribution plan compliance
• ERISA
• DOL
• IRS requirements
• census requests
• contribution summaries
• distributions
• plan transitions
• billing and receivables

• communication skills
• relationship management
• problem-solving
• collaboration
• coaching
• training
• attention to detail
• proactive issue resolution
• leadership
• adaptability